Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
The app provides tools for agents to manage leads, communicate intelligently, and organize tasks. It offers features for team management, listing updates, and accessing resources for business operations.
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Manage sales pipelines by tracking stages and adding notes. Log customer interactions through call, email, and chat records. Automate repetitive tasks with customizable workflows. Integrate CRM with communication tools for unified team collaboration.
Manage customer interactions with shared contact records, track sales pipelines, and analyze marketing performance. Create and send emails, schedule calls, and log activities. Sync data across Sales and Marketing tools for real-time insights.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
Monitor call activity and track key metrics. Send and receive text messages using a chosen tracking number. Make and manage calls directly within the . Add tags, values, and notes to leads. Organize contacts and view call logs.